Key Points Electric vehicle maker reported stronger-than-expected growth in its deliveries in Q2. The share price drop underscores investors’ difficulty in pricing shares of an EV company that’s also evolving into an AI outfit. Shareholders must recognize that Tesla ebbs and flows differently, forcing investors to own it with one of two very specific mindsets. … Read more
QURE Stock Outlook Rests on AMT-130, FDA Talks, and Cash Runway
The whipping post
uniQure N.V. QURE remains a catalyst-driven gene therapy stock, with AMT-130 shaping most of the investment debate. The program targets Huntington’s disease, an area where disease-modifying options remain absent. Recent FDA feedback, a targeted biologics license application submission in the third quarter of 2026 and a cash runway into the second half of 2029 now … Read more
Why Apple Stock Climbed to a New All-Time High Today
The whipping post
Key Points Innovative new tech could bring the power of advanced AI models to the iPhone. Partnerships with Chinese cloud leaders will help Apple bring AI services to its largest international market. 10 stocks we like better than Apple › Shares of Apple (NASDAQ: AAPL) jumped to a record high on Wednesday, following some positive … Read more
Prediction: This Stock Will Hit an All-Time High By the End of the Year
Key Points Nvidia has high revenue growth rates that leave competitors in the dust, along with an enticing 24 forward P/E ratio. Hyperscalers are reporting record profits and issuing bonds to ramp up their AI spending. Nvidia is investing in the future, so it is well-prepared for upcoming opportunities like AI-RAN and data centers in … Read more
The Chip Index Just Fell Into a Bear Market. Apple Is Sitting Near an All-Time High Anyway.
Key Points The PHLX Semiconductor Index closed in a bear market on Friday, more than 20% below its June peak. Apple set a record intraday high the same day and passed Nvidia to become the world’s most valuable company. Apple spent $12.7 billion on capital expenditures in fiscal 2025, a fraction of what AI rivals … Read more